Position in NVDA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,924,455
+$4,771,772 QoQ
Shares Held
249,510
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
9.52%
of 13F equity value
Holder Rank
#1,121
of 5,888 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Balboa Wealth Partners holds $134,909,303 across 13 Semiconductors names. NVDA ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
249,510 | $49,924,455 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
68,284 | $39,666,858 | |
| 3 | MU |
Micron Technology Inc
|
13,707 | $15,821,853 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
25,602 | $12,226,747 | |
| 5 | AVGO |
Broadcom Inc.
|
23,448 | $8,857,482 | |
| 6 | INTC |
Intel Corp
|
18,380 | $2,566,399 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
8,580 | $2,555,896 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
2,960 | $1,049,527 |
All Filings in NVDA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,924,455 | 249,510 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $45,152,683 | 258,903 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $49,445,439 | 265,123 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $52,423,942 | 280,973 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $45,026,992 | 284,999 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $31,315,100 | 288,938 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $39,354,490 | 293,056 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $38,656,052 | 318,314 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $43,615,673 | 353,049 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,814,407 | 39,637 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $20,243,603 | 40,878 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,945,947 | 41,256 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $16,214,779 | 38,331 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $12,208,269 | 43,951 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,373,932 | 50,458 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,052,019 | 49,856 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||